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Edit Pay Code in Payroll

Summary

The "Edit Pay Code" feature in Plumm allows users to modify existing pay codes for locations in the Payroll section. You can update the name, type, subject-to categories, and associated accounting codes to keep payroll information accurate.

In this article

  •  Before you begin
  • Step 1:Access the Payroll Page
  • Step 2: Edit an Existing Pay Code
  • Frequently Asked Questions (FAQ)

Before you begin

 Ensure that you have access to the Payroll section and the necessary permissions to edit pay codes. You must have an active Plumm account with the correct access rights for payroll management.

Step 1: Access the Payroll Page

  1. Navigate to the Payroll section in your dashboard.
  2. You will see a list of locations associated with your organization.
  3. Click on any location to open its payroll details.

Step 2: Edit an Existing Pay Code

  1. Once you are in the location's Pay Code section, locate the pay code you want to edit.
  2. Click the Edit button next to the pay code name.
  3. Update the following details for the pay code:
    • Name:
      1. Change the name of the pay code if necessary (e.g., update the description or title of the pay code).
    • Type:
      1. Select the correct type:
        • Addition: If the pay code represents an addition to the employee’s pay (e.g., bonus, overtime).
        • Deduction: If the pay code represents a deduction from the employee’s pay (e.g., loan repayment, tax).
    • Subject To:
      1. Update the Subject To categories as needed. Choose from:
        • National Insurance
        • Tax
        • Pension
        • Attachment Order
    • Accounting Code:
      1. Modify the accounting code associated with the pay code to ensure proper tracking in your company’s accounting system.
    • Accounting Code Name:
      1. Update the name or description of the accounting code if necessary.
  4. After making the necessary changes, click Save to update the pay code.

Frequently Asked Questions (FAQ)

1. Can I change the type of a pay code once it's created?

Yes, you can update the Type field (Addition or Deduction) if needed.

2 . What is the 'Subject To' field used for?

The 'Subject To' field specifies which payroll categories (e.g., National Insurance, Tax) apply to the pay code. For example, if a bonus is subject to tax, it will be included in the tax calculations.

 

3. Can I edit the Accounting Code for a pay code?

Yes, you can update the Accounting Code to reflect the correct code used in your company’s accounting system.

 

4. What happens if I update the pay code name?

 Updating the Name of the pay code will change how it appears in the system. Ensure that the new name accurately reflects the pay code's purpose.
 
 

5.Can I delete a pay code after editing?

Yes, you can delete a pay code by clicking the Delete button next to the pay code if it is no longer required.